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露丝y7
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露丝y7
露丝y7
·
04-01 10:55
$山高控股(00412)$
港股流动性一般，叠加业绩不及预期，股价承压，但长期价值没被充分定价
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露丝y7
露丝y7
·
03-24
绿电和储能这块布局虽然还在前期，但方向是对的。传统基建叠加新能源，估值逻辑值得慢慢看
$山高控股(00412)$
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露丝y7
露丝y7
·
03-03
刚把MiniMax的年报和摩根大通研报串起来看了一遍，没之前那么激动，但觉得更踏实了。年报里营收涨158.9%、毛利翻四倍，毛利率冲到25.4%，经调整亏损率还在收窄，说明公司在扩规模的同时，没乱烧钱，经营效率在慢慢变好。摩根大通又补了个数据，四季度营收超预期32%，今年API需求爆，营收有望增超一倍，至少说明大行也认可它的增长逻辑。 再看看细节，企业服务收入涨了近200%，今年2月ARR破1.5亿，M2模型token消耗量翻6倍，还进了Notion的定制智能体，技术和商业化都在落地。七成收入来自海外，避开了国内内卷，用户和企业客户数也在涨，虽然还没盈利，但至少走在一条能看到头的路上，短期波动都是小事，是值得长期拿的票
$MINIMAX-WP(00100)$
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露丝y7
露丝y7
·
02-06
$蔚来(NIO)$
仔细看了下，整车毛利率奔着18%去了，全新ES8毛利率超20%，这数据放在新势力里很能打
$蔚来-SW(09866)$
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露丝y7
露丝y7
·
01-27
$金嗓子(06896)$
拿着一点心理压力都没有，这么低的市值，怕啥
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露丝y7
露丝y7
·
01-14
MiniMax的开发者生态要爆了！开源OctoCodingBench让做Coding Agent更容易了，全球100多个国家的开发者都来用它的开放平台，生态越做越大，公司价值自然水涨船高
$MINIMAX-WP(00100)$
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露丝y7
露丝y7
·
01-05
$赛力斯(09927)$
问界M9单月交付破2万辆，50万+价格带站稳，公司公告毛利率稳超30%，单车净利逐季抬升。新能源车板块估值杀到历史低位，PEG<1的稀缺标的，右侧加仓。
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露丝y7
露丝y7
·
2025-12-24
$微创医疗(00853)$
近期出现两次大反弹，应该不仅是情绪上的，而是在技术面上确认了底部形态
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975
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露丝y7
露丝y7
·
2025-12-24
$极智嘉-W(02590)$
国内市场竞争激烈，但极智嘉的营收大头在海外。海外订单的高毛利和持续增长，是它区别于纯内销型机器人公司的关键吧
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露丝y7
露丝y7
·
2025-12-11
$微创医疗(00853)$
2024年是微创战略转型的关键年，成功实现了费用控制和业务效率提升。那么2025年，就是这些努力转化为利润、估值开始回归的收获年。逻辑顺畅，时间站在我们这边。
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href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>港股流动性一般，叠加业绩不及预期，股价承压，但长期价值没被充分定价","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>港股流动性一般，叠加业绩不及预期，股价承压，但长期价值没被充分定价","text":"$山高控股(00412)$港股流动性一般，叠加业绩不及预期，股价承压，但长期价值没被充分定价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548817151149832","isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546031194433064,"gmtCreate":1774317819651,"gmtModify":1774317821594,"author":{"id":"4090740778034860","authorId":"4090740778034860","name":"露丝y7","avatar":"https://static.tigerbbs.com/2b765a55cc5acb45d9a6f3c51265d283","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740778034860","idStr":"4090740778034860"},"themes":[],"title":"","htmlText":"绿电和储能这块布局虽然还在前期，但方向是对的。传统基建叠加新能源，估值逻辑值得慢慢看 <a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","listText":"绿电和储能这块布局虽然还在前期，但方向是对的。传统基建叠加新能源，估值逻辑值得慢慢看 <a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","text":"绿电和储能这块布局虽然还在前期，但方向是对的。传统基建叠加新能源，估值逻辑值得慢慢看 $山高控股(00412)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546031194433064","isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538601441788248,"gmtCreate":1772505657613,"gmtModify":1772505660340,"author":{"id":"4090740778034860","authorId":"4090740778034860","name":"露丝y7","avatar":"https://static.tigerbbs.com/2b765a55cc5acb45d9a6f3c51265d283","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740778034860","idStr":"4090740778034860"},"themes":[],"title":"","htmlText":"刚把MiniMax的年报和摩根大通研报串起来看了一遍，没之前那么激动，但觉得更踏实了。年报里营收涨158.9%、毛利翻四倍，毛利率冲到25.4%，经调整亏损率还在收窄，说明公司在扩规模的同时，没乱烧钱，经营效率在慢慢变好。摩根大通又补了个数据，四季度营收超预期32%，今年API需求爆，营收有望增超一倍，至少说明大行也认可它的增长逻辑。 再看看细节，企业服务收入涨了近200%，今年2月ARR破1.5亿，M2模型token消耗量翻6倍，还进了Notion的定制智能体，技术和商业化都在落地。七成收入来自海外，避开了国内内卷，用户和企业客户数也在涨，虽然还没盈利，但至少走在一条能看到头的路上，短期波动都是小事，是值得长期拿的票 <a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>","listText":"刚把MiniMax的年报和摩根大通研报串起来看了一遍，没之前那么激动，但觉得更踏实了。年报里营收涨158.9%、毛利翻四倍，毛利率冲到25.4%，经调整亏损率还在收窄，说明公司在扩规模的同时，没乱烧钱，经营效率在慢慢变好。摩根大通又补了个数据，四季度营收超预期32%，今年API需求爆，营收有望增超一倍，至少说明大行也认可它的增长逻辑。 再看看细节，企业服务收入涨了近200%，今年2月ARR破1.5亿，M2模型token消耗量翻6倍，还进了Notion的定制智能体，技术和商业化都在落地。七成收入来自海外，避开了国内内卷，用户和企业客户数也在涨，虽然还没盈利，但至少走在一条能看到头的路上，短期波动都是小事，是值得长期拿的票 <a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>","text":"刚把MiniMax的年报和摩根大通研报串起来看了一遍，没之前那么激动，但觉得更踏实了。年报里营收涨158.9%、毛利翻四倍，毛利率冲到25.4%，经调整亏损率还在收窄，说明公司在扩规模的同时，没乱烧钱，经营效率在慢慢变好。摩根大通又补了个数据，四季度营收超预期32%，今年API需求爆，营收有望增超一倍，至少说明大行也认可它的增长逻辑。 再看看细节，企业服务收入涨了近200%，今年2月ARR破1.5亿，M2模型token消耗量翻6倍，还进了Notion的定制智能体，技术和商业化都在落地。七成收入来自海外，避开了国内内卷，用户和企业客户数也在涨，虽然还没盈利，但至少走在一条能看到头的路上，短期波动都是小事，是值得长期拿的票 $MINIMAX-WP(00100)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538601441788248","isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529735883781200,"gmtCreate":1770351010832,"gmtModify":1770351012929,"author":{"id":"4090740778034860","authorId":"4090740778034860","name":"露丝y7","avatar":"https://static.tigerbbs.com/2b765a55cc5acb45d9a6f3c51265d283","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740778034860","idStr":"4090740778034860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 仔细看了下，整车毛利率奔着18%去了，全新ES8毛利率超20%，这数据放在新势力里很能打 <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 仔细看了下，整车毛利率奔着18%去了，全新ES8毛利率超20%，这数据放在新势力里很能打 <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","text":"$蔚来(NIO)$ 仔细看了下，整车毛利率奔着18%去了，全新ES8毛利率超20%，这数据放在新势力里很能打 $蔚来-SW(09866)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529735883781200","isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526203074642040,"gmtCreate":1769492412262,"gmtModify":1769492414263,"author":{"id":"4090740778034860","authorId":"4090740778034860","name":"露丝y7","avatar":"https://static.tigerbbs.com/2b765a55cc5acb45d9a6f3c51265d283","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740778034860","idStr":"4090740778034860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 拿着一点心理压力都没有，这么低的市值，怕啥","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 拿着一点心理压力都没有，这么低的市值，怕啥","text":"$金嗓子(06896)$ 拿着一点心理压力都没有，这么低的市值，怕啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526203074642040","isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521537508069416,"gmtCreate":1768368488089,"gmtModify":1768368490599,"author":{"id":"4090740778034860","authorId":"4090740778034860","name":"露丝y7","avatar":"https://static.tigerbbs.com/2b765a55cc5acb45d9a6f3c51265d283","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740778034860","idStr":"4090740778034860"},"themes":[],"title":"","htmlText":"MiniMax的开发者生态要爆了！开源OctoCodingBench让做Coding Agent更容易了，全球100多个国家的开发者都来用它的开放平台，生态越做越大，公司价值自然水涨船高 <a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>","listText":"MiniMax的开发者生态要爆了！开源OctoCodingBench让做Coding Agent更容易了，全球100多个国家的开发者都来用它的开放平台，生态越做越大，公司价值自然水涨船高 <a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>","text":"MiniMax的开发者生态要爆了！开源OctoCodingBench让做Coding Agent更容易了，全球100多个国家的开发者都来用它的开放平台，生态越做越大，公司价值自然水涨船高 $MINIMAX-WP(00100)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521537508069416","isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518474731078216,"gmtCreate":1767609950146,"gmtModify":1767609962596,"author":{"id":"4090740778034860","authorId":"4090740778034860","name":"露丝y7","avatar":"https://static.tigerbbs.com/2b765a55cc5acb45d9a6f3c51265d283","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740778034860","idStr":"4090740778034860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>问界M9单月交付破2万辆，50万+价格带站稳，公司公告毛利率稳超30%，单车净利逐季抬升。新能源车板块估值杀到历史低位，PEG<1的稀缺标的，右侧加仓。","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>问界M9单月交付破2万辆，50万+价格带站稳，公司公告毛利率稳超30%，单车净利逐季抬升。新能源车板块估值杀到历史低位，PEG<1的稀缺标的，右侧加仓。","text":"$赛力斯(09927)$问界M9单月交付破2万辆，50万+价格带站稳，公司公告毛利率稳超30%，单车净利逐季抬升。新能源车板块估值杀到历史低位，PEG<1的稀缺标的，右侧加仓。","images":[{"img":"https://static.tigerbbs.com/69fd9a4abab96c58f667371c71c4c003","width":"574","height":"502"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518474731078216","isVote":1,"tweetType":1,"viewCount":1214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":514331233005880,"gmtCreate":1766547438598,"gmtModify":1766547440480,"author":{"id":"4090740778034860","authorId":"4090740778034860","name":"露丝y7","avatar":"https://static.tigerbbs.com/2b765a55cc5acb45d9a6f3c51265d283","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740778034860","idStr":"4090740778034860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$</a>近期出现两次大反弹，应该不仅是情绪上的，而是在技术面上确认了底部形态","listText":"<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$</a>近期出现两次大反弹，应该不仅是情绪上的，而是在技术面上确认了底部形态","text":"$微创医疗(00853)$近期出现两次大反弹，应该不仅是情绪上的，而是在技术面上确认了底部形态","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514331233005880","isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514339778675352,"gmtCreate":1766547410796,"gmtModify":1766547412942,"author":{"id":"4090740778034860","authorId":"4090740778034860","name":"露丝y7","avatar":"https://static.tigerbbs.com/2b765a55cc5acb45d9a6f3c51265d283","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740778034860","idStr":"4090740778034860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 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